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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,134 | $114,013-93.7% | $103,693-93.1% | $155,188-95.4% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 80.8%-55.8pp |
| Annual return | 22.27% | 49.31%-27.0pp | 47.61%-25.3pp | 148.84%-126.6pp |
| Employer contribution / active EE | $202 | $3,131-93.5% | $2,920-93.1% | $4,248-95.2% |
| Participant deferral / active EE | $202 | $4,970-95.9% | $4,579-95.6% | $6,531-96.9% |
| Admin fee / account holder | $132 | $8,407-98.4% | $7,858-98.3% | $14,480-99.1% |